Colonial Trust Advisors’s Sonoco SON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $61K | Hold |
1,400
| – | – | 0.01% | 314 |
|
2025
Q1 | $66.1K | Hold |
1,400
| – | – | 0.01% | 304 |
|
2024
Q4 | $68.4K | Sell |
1,400
-202
| -13% | -$9.87K | 0.01% | 281 |
|
2024
Q3 | $87.5K | Hold |
1,602
| – | – | 0.01% | 277 |
|
2024
Q2 | $81.2K | Hold |
1,602
| – | – | 0.01% | 270 |
|
2024
Q1 | $92.6K | Hold |
1,602
| – | – | 0.01% | 257 |
|
2023
Q4 | $89.5K | Hold |
1,602
| – | – | 0.01% | 256 |
|
2023
Q3 | $87K | Hold |
1,602
| – | – | 0.01% | 257 |
|
2023
Q2 | $94.5K | Hold |
1,602
| – | – | 0.01% | 257 |
|
2023
Q1 | $97.7K | Hold |
1,602
| – | – | 0.01% | 257 |
|
2022
Q4 | $97.2K | Buy |
+1,602
| New | +$97.2K | 0.01% | 261 |
|
2018
Q2 | – | Sell |
-5,059
| Closed | -$245K | – | 153 |
|
2018
Q1 | $245K | Buy |
5,059
+210
| +4% | +$10.2K | 0.05% | 143 |
|
2017
Q4 | $257K | Buy |
+4,849
| New | +$257K | 0.04% | 148 |
|